Wells Fargo & Company
WFC.PL- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Wells Fargo & Company as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 258
- +8 vs. Q2 2024
- Shares held
- 2.52M
- +179.4K (+7.7%) vs. Q2 2024
- Total value
- $3.12B
- +$428.2M (+15.9%) vs. Q2 2024
- New holders
- 25
- 80 more added
- Sold out
- 17
- 58 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC.PL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 256 | $2.65B |
| Q1 2026 | 266 | $2.48B |
| Q4 2025 | 268 | $2.86B |
| Q3 2025 | 255 | $2.93B |
| Q2 2025 | 275 | $2.78B |
| Q1 2025 | 267 | $2.90B |
| Q4 2024 | 259 | $2.85B |
| Q3 2024 | 258 | $3.12B |
| Q2 2024 | 253 | $3.03B |
| Q1 2024 | 254 | $2.96B |
| Q4 2023 | 246 | $2.92B |
| Q3 2023 | 236 | $3.28B |
| Q2 2023 | 232 | $3.40B |
| Q1 2023 | 241 | $2.76B |
| Q4 2022 | 242 | $2.83B |
| Q3 2022 | 232 | $2.85B |
| Q2 2022 | 234 | $2.40B |
| Q1 2022 | 210 | $2.61B |
| Q4 2021 | 221 | $3.30B |
| Q3 2021 | 26 | $49.1M |
| Q2 2021 | 27 | $56.9M |
| Q1 2021 | 30 | $48.3M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Advisory Inc | 314 | $402.6K | 0.00% | −1−0.3% | Reduced |
| Independent Advisor Alliance | 320 | $410.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 326 | $418.4K | 0.04% | +106+48.2% | Added |
| Marcum Wealth, LLC | 328 | $420.6K | 0.04% | +2+0.6% | Added |
| Two Sigma Securities, LLC | 345 | $442.4K | 0.03% | +345 | New |
| Blair William & Co | 349 | $447.5K | 0.00% | −3−0.9% | Reduced |
| WFA of San Diego, LLC | 367 | $470.6K | 0.40% | 00.0% | Unchanged |
| Black Swift Group, LLC | 370 | $474.4K | 0.10% | +70+23.3% | Added |
| Crew Capital Management, Ltd. | 385 | $493.6K | 0.39% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 400 | $512.9K | 0.00% | +400 | New |
| Creative Planning | 412 | $528.3K | 0.00% | −93−18.4% | Reduced |
| Resources Investment Advisors, LLC. | 416 | $533.4K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 416 | $533.4K | 0.00% | −20−4.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 439 | $562.9K | 0.07% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 444 | $569.3K | 0.27% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 450 | $577.0K | 0.05% | −60−11.8% | Reduced |
| Cetera Investment Advisers | 460 | $589.5K | 0.00% | +9+2.0% | Added |
| Fernwood Investment Management, LLC | 469 | $601.4K | 0.20% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 480 | $615.1K | 0.17% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 503 | $645.0K | 0.03% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 504 | $646.2K | 0.29% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 505 | $647.9K | 0.15% | +252+99.6% | Added |
| Pathway Financial Advisers, LLC | 506 | $648.8K | 0.29% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 540 | $692.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 587 | $752.7K | 0.01% | +187+46.8% | Added |
| Bowman & Co S.C. | 598 | $765.6K | 0.40% | +6+1.0% | Added |
| Susquehanna International Group, LLP | 598 | $766.8K | 0.00% | +384+179.4% | Added |
| Wedbush Securities Inc | 607 | $778.0K | 0.03% | +7+1.2% | Added |
| Islay Capital Management, LLC | 635 | $814.2K | 0.55% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 81,943 | $814.7K | 0.02% | +300+0.4% | Added |
| First Hawaiian Bank | 649 | $832.1K | 0.03% | −155−19.3% | Reduced |
| BOS Asset Management, LLC | 658 | $843.7K | 0.31% | −10−1.5% | Reduced |
| Pennsylvania Capital Management Inc | 660 | $846.3K | 0.30% | −114−14.7% | Reduced |
| Chilton Capital Management LLC | 662 | $848.8K | 0.04% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 665 | $852.7K | 0.03% | −3−0.4% | Reduced |
| NewEdge Wealth, LLC | 690 | $884.7K | 0.02% | +22+3.3% | Added |
| Paradigm Capital Management, LLC | 696 | $892.0K | 0.86% | +696 | New |
| Aristotle Capital Management, LLC | 721 | $924.5K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 737 | $945.0K | 0.07% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 762 | $977.0K | 0.88% | −5−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 817 | $1.02M | 0.04% | −28−3.3% | Reduced |
| Scotia Capital Inc. | 819 | $1.05M | 0.01% | +50+6.5% | Added |
| Seelaus Asset Management LLC | 833 | $1.07M | 0.98% | 00.0% | Unchanged |
| JT Stratford LLC | 839 | $1.08M | 0.18% | +31+3.8% | Added |
| LexAurum Advisors, LLC | 869 | $1.11M | 0.24% | +10+1.2% | Added |
| Kelly Lawrence W & Associates Inc | 887 | $1.13M | 0.26% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 944 | $1.21M | 0.01% | +60+6.8% | Added |
| Central Pacific Bank - Trust Division | 977 | $1.25M | 0.16% | 00.0% | Unchanged |
| StoneX Group Inc. | 979 | $1.25M | 0.09% | −19−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 979 | $1.26M | 0.01% | −6−0.6% | Reduced |
| US Bancorp | 980 | $1.26M | 0.00% | −13−1.3% | Reduced |
| Founders Capital Management, LLC | 991 | $1.27M | 0.22% | −20−2.0% | Reduced |
| Ameriprise Financial Inc | 995 | $1.28M | 0.00% | +34+3.5% | Added |
| Sanctuary Advisors, LLC | 1,152 | $1.42M | 0.01% | +323+39.0% | Added |
| JPMorgan Chase & Co | 1,117 | $1.43M | 0.00% | +55+5.2% | Added |
| SEI Investments Co | 1,155 | $1.48M | 0.00% | −19−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,155 | $1.48M | 0.00% | +33+2.9% | Added |
| Cove Private Wealth, LLC | 1,169 | $1.50M | 1.16% | 00.0% | Unchanged |
| Marathon Capital Management | 1,173 | $1.50M | 0.36% | −52−4.2% | Reduced |
| Bowie Capital Management, LLC | 1,200 | $1.54M | 0.09% | −400−25.0% | Reduced |
| National Bank of Canada | 1,248 | $1.60M | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 1,306 | $1.67M | 0.06% | −28−2.1% | Reduced |
| Graypoint LLC | 1,317 | $1.69M | 0.11% | −105−7.4% | Reduced |
| Schroder Investment Management Group | 1,353 | $1.73M | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,378 | $1.77M | 0.34% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,465 | $1.88M | 0.00% | +14+1.0% | Added |
| Truist Financial Corp | 1,488 | $1.91M | 0.00% | +1+0.1% | Added |
| Magnus Financial Group LLC | 1,493 | $1.91M | 0.19% | +68+4.8% | Added |
| Everett Harris & Co | 1,501 | $1.92M | 0.02% | +35+2.4% | Added |
| Bryn Mawr Trust Co | 1,537 | $1.97M | 0.04% | +1,537 | New |
| Jane Street Group, LLC | 1,560 | $2.00M | 0.00% | +720+85.7% | Added |
| HighTower Advisors, LLC | 1,698 | $2.18M | 0.00% | +1,009+146.4% | Added |
| RMB Capital Management, LLC | 1,718 | $2.20M | 0.05% | +125+7.8% | Added |
| CSM Advisors, LLC | 1,750 | $2.24M | 0.15% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,796 | $2.30M | 1.69% | −8,736−82.9% | Reduced |
| Montag A & Associates Inc | 1,859 | $2.38M | 0.11% | +100+5.7% | Added |
| CIBC Private Wealth Group, LLC | 1,940 | $2.49M | 0.00% | −85−4.2% | Reduced |
| Summitry LLC | 2,105 | $2.70M | 0.13% | −88−4.0% | Reduced |
| Neuberger Berman Group LLC | 2,108 | $2.70M | 0.00% | −28−1.3% | Reduced |
| Calamos Advisors LLC | 2,184 | $2.80M | 0.01% | −410−15.8% | Reduced |
| Macquarie Group Ltd | – | $2.82M | 0.00% | – | – |
| Agf Management Ltd | 2,300 | $2.95M | 0.01% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,327 | $2.98M | 0.97% | −30−1.3% | Reduced |
| Seven Springs Wealth Group, LLC | 2,551 | $3.27M | 1.19% | +132+5.5% | Added |
| Keystone Financial Group | 2,619 | $3.36M | 0.43% | +8+0.3% | Added |
| Janney Montgomery Scott LLC | 2,811 | $3.60M | 0.01% | −137−4.6% | Reduced |
| Whalerock Point Partners, LLC | 2,850 | $3.65M | 0.87% | +2,850 | New |
| Cambridge Investment Research Advisors, Inc. | 2,862 | $3.67M | 0.01% | +505+21.4% | Added |
| Envestnet Asset Management Inc | 3,063 | $3.93M | 0.00% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $3.98M | 0.23% | 00.0% | Unchanged |
| American Century Companies Inc | 3,111 | $3.99M | 0.00% | +172+5.9% | Added |
| Laffer Tengler Investments | 3,288 | $4.20M | 0.85% | +27+0.8% | Added |
| Goldman Sachs Group Inc | 3,280 | $4.21M | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 3,422 | $4.39M | 0.89% | −122−3.4% | Reduced |
| Baird Financial Group, Inc. | 3,492 | $4.48M | 0.01% | +1,228+54.2% | Added |
| Edgemoor Investment Advisors, Inc. | 3,499 | $4.49M | 0.39% | −65−1.8% | Reduced |
| Spectrum Asset Management, Inc. | 3,532 | $4.53M | 7.41% | −13−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,557 | $4.56M | 0.03% | +3,557 | New |
| Mariner, LLC | 3,631 | $4.66M | 0.01% | +286+8.6% | Added |
| CI Private Wealth, LLC | 3,944 | $5.06M | 0.01% | +1,929+95.7% | Added |